EDF

Virtus Stone Harbor Emerging Markets Income Fund
EDF

Overview Fund Activity

30 hedge funds and large institutions have $15.9M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.88M
2
JWCA
2
J.W. Cole Advisors
Florida
$1.85M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$473K
4
IA
4
Integrity Alliance
Iowa
$122K
5
LPL Financial
5
LPL Financial
California
$1.38M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
KAS
2
Kestra Advisory Services
Texas
$839K
3
UBS Group
3
UBS Group
Switzerland
$112K
4
ACM
4
Arlington Capital Management
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.88M 1,360,204 +350,821 +35%
JWCA
2
J.W. Cole Advisors
Florida
$1.85M 366,025 +105,351 +40%
LPL Financial
3
LPL Financial
California
$1.38M 273,283 +21,082 +8%
WS
4
Wedbush Securities
California
$1.16M 229,053 +8,659 +4%
NA
5
NewEdge Advisors
Louisiana
$959K 189,566 -5,238 -3%
KAS
6
Kestra Advisory Services
Texas
$839K 165,841 -55,716 -25%
MC
7
Moors & Cabot
Massachusetts
$545K 107,650 +5,225 +5%
DAS
8
Dynamic Advisor Solutions
Arizona
$473K 93,559 +93,559 New
Raymond James Financial
9
Raymond James Financial
Florida
$384K 75,940 +5,610 +8%
IA
10
Integrity Alliance
Iowa
$122K 24,037 +24,037 New
SA
11
SFI Advisors
New Jersey
$118K 23,409 – –
UBS Group
12
UBS Group
Switzerland
$112K 22,064 -37,690 -63%
KPWS
13
Kestra Private Wealth Services
Texas
$111K 21,992 +5,470 +33%
MWM
14
Melfa Wealth Management
Massachusetts
$109K 21,557 – –
JSW
15
Journey Strategic Wealth
New Jersey
$96.1K 19,000 +19,000 New
NW
16
Naviter Wealth
Arkansas
$93.6K 18,608 – –
CFD
17
Creative Financial Designs
Indiana
$88.1K 17,402 +88 +0.5%
SFA
18
Sequoia Financial Advisors
Ohio
$82.7K 16,345 – –
Stifel Financial
19
Stifel Financial
Missouri
$77.1K 15,231 -200 -1%
CA
20
CoreCap Advisors
Michigan
$75.6K 14,939 -4,943 -25%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$75K 14,880 – –
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$70.4K 13,921 -2,426 -15%
MAG
23
M3 Advisory Group
Massachusetts
$69.2K 13,683 -2,747 -17%
AAS
24
Ameritas Advisory Services
Nebraska
$59.2K 12,556 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$44.3K 8,762 +6,143 +235%
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